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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,555 | $80,812-91.9% | $160,784-95.9% | $82,448-92.0% |
| Participation rate | 90.0% | 66.2%+23.8pp | 77.0%+13.0pp | 68.1%+21.9pp |
| Annual return | 19.55% | 100.59%-81.0pp | 1803.92%-1784.4pp | 41.64%-22.1pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,350 | $4,335-45.8% | $6,293-62.7% | $4,139-43.2% |
| Admin fee / account holder | $709 | $7,695-90.8% | $9,717-92.7% | $7,234-90.2% |